Coverage summary
Aardvark Labs Capital Research has covered Roblox Corporation (RBLX) since August 1, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 30, 2026. That report moved the rating from Underperform to Hold. The rating has changed 4 times since coverage began.
Translations: 5 in Chinese.
The Excel model for RBLX holds 21 quarters and 5 fiscal years of history and 7 quarters and 5 fiscal years of projections. It was last updated October 17, 2026.
Rating history
All RBLX reports
Recap: Q3 2026
Q3 Beat the Top of the Guide and 2026 Will Grow After All, but Q4 Still Guides Bookings Down 10-15%: Upgrading to Hold
Recap: Q2 2026
Full-Year Guidance Withdrawn and Q3 Bookings Guided to the First Decline in Company History: the Problem Moved From Sign-Ups to Monetization
Recap: Q1 2026
FY2026 Bookings Guide Cut by 14pp (+22-26% → +8-12%) on Age-Check Second-Order Effects to the Sign-Up Funnel, Thesis Intact, Trajectory Reset, Wait for Recovery Evidence
Recap: Q4 2025
FY2025 Closed +55% Bookings vs. the +19-21% Original Guide (2.8x the Midpoint), Q4 Cleared Street Without a New Viral Hit, 18+ Cohort Disclosed at 50%+ Growth and 40% Higher Monetization — 2026 Guided +22-26%, Stock +10% Vindicates the Post-Q3 Upgrade
Recap: Q3 2025
Bookings Re-Accelerate to +70%, Multi-Hit Ecosystem Deepens to 7 Experiences at 10M+ DAUs, Non-Top-10 Engagement Growth Accelerates to +58% — Use the 15% Sell-Off on Margin/2026 Conservatism
Recap: Q2 2025
Bookings $1.44B (+51%) Cleared the Street by 16%, DAUs Cross 100M to 111.8M, FY Bookings Guide Raised ~$600M — But the Stock Has Run 37% in a Month and CFO/CPO Transitions Land at Peak Operating Moment